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Disclosery

Kaizen Financial Strategies: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaizen Financial Strategies on IWM, newest first. How the timeline and the estimate are built.

Kaizen Financial Strategies held 2,114 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,114 shares
    Change vs previous 13F +51 shares

    0.23% of the 13F portfolio, value $587,406.

    13F-HR 0001085146-26-000867 filed by Kaizen Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,063 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $617,599.

    13F-HR 0001842013-26-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,063 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $556,918.

    13F-HR 0001842013-26-000003 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,062 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $507,690.

    13F-HR 0001842013-26-000002 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,061 shares
    Change vs previous 13F -722 shares

    0.22% of the 13F portfolio, value $495,439.

    13F-HR 0001842013-25-000004 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,783 shares
    Change vs previous 13F -68 shares

    0.31% of the 13F portfolio, value $600,445.

    13F-HR 0001085146-25-004697 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,851 shares
    Change vs previous 13F +1,202 shares

    0.33% of the 13F portfolio, value $568,714.

    13F-HR 0001085146-25-001936 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,649 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $364,357.

    13F-HR 0001085146-25-001487 filed by Kaizen Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).